Assessment form received REVIEW
Solutions · Consultancies
For consultancies who need clean intake and cleaner billing.
Boutique consultancies need one place for intake forms, scoped engagements, signed letters, recurring advisory billing, and a client portal that feels credible. Cornerspot ties those together without stitching a back office from scratch.
Built for advisory retainers, signed engagements, and stakeholder portals · $49.99/mo flat
Engagement · LOE-12
$4,000 onboarding invoice
Letter of engagement signed
SIGNED · billed
Advisory · Monthly
Finance leadership retainer
Billing, support, and stakeholders in one portal $2,500/mo
The way it is
You shouldn't need a stitched-together advisory stack.
Most consultancies do intake in one tool, agreements in a second, billing in a third, and client access somewhere else entirely. Cornerspot keeps the commercial workflow in one system of record.
HubSpot
For lead and account tracking
$50/mo
Typeform
For intake questionnaires
$29/mo
DocuSign
For engagement letters
$25/mo
QuickBooks
For invoices + payments
$60/mo
SuiteDash
For client portal access
$49/mo
Cornerspot replaces the lot
$49.99/mo
Save ~$160/mo
From inquiry to renewal
Intake → engagement → invoice → portal — without restarting the account.
- 01
A prospect fills out your intake form
Consultation and assessment forms on your site create the CRM record with the answers your team needs before a discovery call ever happens.
- 02
You qualify the engagement in the pipeline
Move the account through discovery, proposal, and decision stages while keeping notes, contacts, and engagement context on one record.
- 03
You send the letter of engagement
Use e-signature flows for the engagement letter or SOW, keeping the signed agreement attached to the same client account your team will bill against.
- 04
Billing starts from the approved work
One-time onboarding or project work invoices once, while ongoing advisory work can become a recurring subscription with auto-billing.
- 05
Stakeholders get a portal instead of a file chase
Invite the client team into the portal to see invoices, subscriptions, support requests, and help articles without forwarding the same PDF thread every month.
Built for advisory work
The consultancy features that keep commercial work tidy.
Intake forms with real custom fields
Collect discovery details, company context, budget, or program requirements in forms that feed the CRM instead of disappearing into an inbox.
Signed engagements stay attached to the client
Letters of engagement and statements of work stay linked to the same account, billing record, and portal relationship.
Advisory retainers and project invoices together
Use one-time invoices for kickoff or deliverables and recurring subscriptions for ongoing advisory work inside the same account lifecycle.
Invite the full stakeholder group
Portal access is membership-based, which is a better fit than one shared client login when finance, operations, and leadership all need visibility.
Portal with billing and help content
Clients can review invoices, subscriptions, support tickets, and help articles from one branded portal instead of bouncing between tools.
A credible public site and private portal
Use Cornerspot for the front-door site and for the client-facing portal so the brand stays consistent from intake to renewal.
From a boutique advisory firm
“The biggest win was not the invoice. It was finally having discovery, signed engagement, and client access tied to the same record. We onboard faster and there is far less follow-up admin.”
Switching questions
Consultancy questions, answered.
Still curious? Email hello@cornerspot.com — a real person reads these.
Can I bill advisory retainers and one-time onboarding together?
Yes. Cornerspot supports recurring subscriptions and one-time invoices in the same client lifecycle, so setup work and recurring advisory fees can stay connected.
Can more than one stakeholder from the client access the portal?
Yes. Portal access is invite-managed and membership-based, so the right contacts can each have their own access.
Can clients open support requests or see help content in the portal?
Yes. The portal includes support-ticket flows and help-article surfaces alongside billing visibility.
Do I need to allow public self-signup for client access?
No. Portal access is invite-only, which is the safer fit for advisory and professional-service relationships.
Does this replace a full project-management suite?
Not entirely. Cornerspot covers intake, proposals, billing, and client access. If your delivery team needs heavy task boards or resource planning, that can still live in a separate tool.
Built for consultancies that want less admin gravity.
30 days free •No credit card required •Cancel anytime